Network origin in Jason Liu first degree
Entity | Entity type | Industry | |
---|---|---|---|
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors.
16
| Private Company | Investment Managers | 16 |
Western University /CA/
12
| College/University | Other Consumer Services | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Liu via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
THE TORONTO-DOMINION BANK | Major Banks | Corporate Officer/Principal | |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Analyst-Equity | |
Invesco Canada Ltd.
Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Analyst-Equity | |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Corporate Officer/Principal | |
CANOE EIT INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Chief Executive Officer | |
HARVEST ENERGY TRUST | Investment Trusts/Mutual Funds | Founder | |
Canoe 2015 Flow Through LP Cde Units
Canoe 2015 Flow Through LP Cde Units Investment Trusts/Mutual FundsMiscellaneous Canoe 2015 Flow Through LP Cde Units, is a limited partnership proposes to issue units of two separate non-redeemable investment funds, each with a separate portfolio of assets: 1. Class CDE limited partnership units 2. Class CEE limited partnership units. Its investment objectives are to provide Limited Partners with exposure to quality tax-advantaged energy investments of one or both of the Investment Portfolios, at the Limited Partners choosing, with a view to maximizing total after-tax returns for Limited Partners. The company was founded on December 17, 2014 and is headquartered in Calgary, CA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Canoe 2015 Flow Through LP Cee Units
Canoe 2015 Flow Through LP Cee Units Investment Trusts/Mutual FundsMiscellaneous Canoe 2015 Flow Through LP Cee Units, is a limited partnership proposes to issue units of two separate non-redeemable investment funds, each with a separate portfolio of assets: 1. Class CDE limited partnership units 2. Class CEE limited partnership units. Its investment objectives are to provide Limited Partners with exposure to quality tax-advantaged energy investments of one or both of the Investment Portfolios, at the Limited Partners choosing, with a view to maximizing total after-tax returns for Limited Partners. The company was founded on December 17, 2014 and is headquartered in Calgary, CA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Fixed Income | |
Scotia Institutional Real Estate, Inc.
Scotia Institutional Real Estate, Inc. Investment ManagersFinance Scotia Institutional Real Estate, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was originally founded in 1996 as Aurion Capital Management, Inc. They are a subsidiary of Bank of Nova Scotia (Scotiabank) (NYSE, TSX: BNS). Scotia Institutional Real Estate provides fund management services to institutional clients. | Investment Managers | Analyst-Fixed Income | |
LUCERO ENERGY CORP. | Integrated Oil | Chairman | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity | |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Fixed Income | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Market Strategist | |
Heward Investment Management, Inc.
Heward Investment Management, Inc. Investment ManagersFinance Heward Investment Management, Inc. (Heward) is an investment management firm headquartered in Montréal, Canada. Formerly known as C.F.G. Heward Investment Management Ltd., the firm was founded by Chilion Heward in 1981 and changed their name to Heward Investment Management, Inc. in 2013. They were acquired in 2023 by Amphora Financial Group in Barbados. Heward provides client-focused portfolio management services to private clients, foundations and endowments and institutional investors. | Investment Managers | Analyst-Equity | |
McGill University | College/University | Masters Business Admin | |
York University | College/University | Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree | |
University of Guelph | College/University | Undergraduate Degree | |
The University of Waterloo | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
McMaster University | College/University | Undergraduate Degree Masters Business Admin | |
Athabasca University | College/University | Undergraduate Degree | |
Saint Mary's University | College/University | Undergraduate Degree | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
HEC Montréal | College/University | Undergraduate Degree | |
ARCAN RESOURCES LTD. | Oil & Gas Production | Director/Board Member | |
Chance Oil & Gas Ltd.
Chance Oil & Gas Ltd. Oil & Gas ProductionEnergy Minerals Chance Oil & Gas Ltd. engages in exploration of crude oil and natural gas. The company was founded in 1994 and is headquartered in Calgary, Canada. | Oil & Gas Production | Director/Board Member Director/Board Member | |
Cadian Capital Management LP
Cadian Capital Management LP Investment ManagersFinance Cadian Capital Management LP (Cadian Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Eric Bannasch in 2007. Cadian Capital serves as the investment manager of private funds, specifically the Cadian flagship funds and the Cadian opportunities funds. | Investment Managers | Analyst-Equity | |
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Analyst-Equity | |
Saskatchewan Young Professionals & Entrepreneurs | Director/Board Member | ||
KELT EXPLORATION LNG LTD | Oil & Gas Production | Chairman Director/Board Member | |
Stanton Asset Management, Inc.
Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity | |
Huron University College | College/University | Undergraduate Degree | |
Canoe Financial Corp.
Canoe Financial Corp. Miscellaneous Commercial ServicesCommercial Services Canoe Financial Corp. provides management services. The private company is based in Calgary, Canada. Darcy Wayne Hulston has been the CEO of the Canadian company since 2010. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Chief Executive Officer | |
Georgian Partners Growth
Georgian Partners Growth Investment ManagersFinance Georgian Partners Growth (Georgian Partners) is a venture capital firm founded in 2008 by Justin LaFayette, Simon Chong and John Berton. The firm is headquartered in Ontario, Canada. | Investment Managers | Private Equity Investor | |
Anson Advisors, Inc.
Anson Advisors, Inc. Investment ManagersFinance Anson Advisors, Inc. is a privately-held alternative asset management firm headquartered in Toronto, Canada. The firm was founded in 2003 as M5V Advisors, Inc. Anson Advisors serves as the investment manager to privately-held onshore investment partnerships and offshore investment companies. Anson Investments Master Fund (AIMF) is their flagship fund. | Investment Managers | Analyst-Equity | |
Westbrick Energy Ltd.
Westbrick Energy Ltd. Contract DrillingIndustrial Services Westbrick Energy Ltd. engages in the exploration of oil and natural gas. It acquires surface and mineral rights and undertakes drilling opportunities in conventional shale plays. The company was founded in 2011 and is headquartered in Calgary, Canada. | Contract Drilling | Director/Board Member | |
TORC OIL & GAS LTD. | Integrated Oil | Director/Board Member | |
PIVOT TECHNOLOGY SOLUTIONS, INC. | Information Technology Services | Director/Board Member | |
Canoe 2015 General Partner Corp.
Canoe 2015 General Partner Corp. Financial ConglomeratesFinance Canoe 2015 General Partner Corp. provides financial services. The private company is based in Calgary, Canada. Darcy Wayne Hulston has been the CEO of the Canadian company since 2014. | Financial Conglomerates | Chief Executive Officer | |
Artis Exploration Ltd.
Artis Exploration Ltd. Oil & Gas ProductionEnergy Minerals Artis Exploration Ltd. engages in the exploration of oil and gas in western Canada. The company is headquartered in Calgary, Canada. | Oil & Gas Production | Director/Board Member Director/Board Member | |
IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Investment Managers | Sales & Marketing | |
Eight Capital
Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Analyst-Equity | |
PJT Partners LP
PJT Partners LP Investment Banks/BrokersFinance Part of PJT Partners, Inc., PJT Partners LP is a brokerage services provider. The company is based in New York, NY. The company was founded in 2014 by Paul Jeffrey Taubman. Paul Jeffrey Taubman has been the CEO since 2014. | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
Canada | 48 |
United States | 3 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Energy Minerals | 8 |
Miscellaneous | 5 |
Industrial Services | 3 |
Operational
Director/Board Member | 34 |
Undergraduate Degree | 28 |
Analyst-Equity | 17 |
Portfolio Manager-Equities | 10 |
Corporate Officer/Principal | 9 |
Most connected contacts
Insiders | |
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Michael Chernoff | 25 |
Rafi Tahmazian | 18 |
Darcy Wayne Hulston | 10 |
Rob Taylor | 5 |
Rohan Thiru | 5 |
Sachia Pepler | 4 |
Steve DiGregorio | 4 |
Devon Prangley | 4 |
Jonathan Lipoth | 3 |
MacGregor Ross | 3 |
Justin Yeung | 3 |
Steven Beyers | 3 |
Kunaal Gidwani | 3 |
Fabian Renauer | 3 |
Sajan Bedi | 3 |
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